CLIENT ONBOARDING PORTAL
HVAC Meta Ads
Client Questionnaire
Please answer all 20 questions accurately so we can set up and launch your ad campaigns without delays. Once finished, follow the steps to connect with us on WhatsApp and grant Facebook Ads access.
Takes about 10 minutes.
ONBOARDING QUESTIONNAIRE
Complete Your Details
Thank you!
We received your questionnaire and will be in touch shortly.
COMMUNICATION SETUP
Stay in Touch on WhatsApp
We use WhatsApp for day-to-day communication, fast campaign approvals, and direct access to your media team. It takes about 2 minutes to set up.
Official support line: (737) 379-5661
1. Download the WhatsApp App
Search for 'WhatsApp Messenger' on the Apple App Store or Google Play Store and install it on your primary mobile device.
2. Open WhatsApp & Agree to Terms
Launch the application and select 'Agree and Continue' to accept the standard terms of service.
3. Enter Your Phone Number
Select your country code, enter your direct mobile number, and submit the 6-digit confirmation code delivered via SMS.
4. Add Your Name and a Photo
Set your display name and upload a profile photo or company logo so our team can immediately recognize your company.
5. Save Our Number: (737) 379-5661
Create a new contact in your phone named 'Scale Locally Support' with phone number (737) 379-5661.
6. Send Us a Quick Hello
Start a new chat with our support contact and message us your company name. Our managers will confirm your onboarding thread instantly.
TIP: PREFER TO SEPARATE BUSINESS MESSAGES?
If you'd rather keep business messages separate from personal ones, you can download the free WhatsApp Business app instead. The steps are the same.
PARTNER ONBOARDING GUIDE
Grant Meta Business Portfolio Access
To launch, track, and scale your targeted HVAC campaigns, our media team requires partner access to your Meta assets. Follow this step-by-step technical walkthrough to securely delegate permissions while maintaining 100% ownership.
OFFICIAL PARTNER BUSINESS ID
1586041196063382
Copy and paste this exact 16-digit ID into Meta Business Settings during Step 4.
REQUIRED ASSET SCOPE
- Facebook Page (Ad creation and performance insights)
- Ad Account (Campaign creation and optimization)
- Datasets / Pixel (Conversion and lead tracking)
- Instagram Account (Ad placements and story assets)
PHASE 1: NAVIGATION & PARTNER INITIATION
Steps 1 - 4: Access Settings & Add Partner ID
Step 1: Open Meta Business Settings
In a desktop browser, navigate to business.facebook.com/settings. Verify you are logged into your primary HVAC company business portfolio.
Step 2: Navigate to Users > Partners
In the left-hand navigation sidebar under the Users category, click on Partners.
Step 3: Initiate Partner Asset Access
Under the 'Partner to share assets with' section, click the blue Add button and select Give a partner access to your assets.
Step 4: Enter Partner Business ID
Paste our Partner Business ID: 1586041196063382 into the text field, then click Next to open the asset configuration modal.
PHASE 2: ASSET PERMISSION ASSIGNMENTS
Steps 5 - 8: Assign Pages, Ad Accounts, Datasets & Instagram
Step 5: Facebook Page Permissions
Under Select asset type, click Pages. Select your company Facebook Page. In the permissions pane on the right, enable: Content, Ads (Create and manage ads), and Insights (View Page performance).
Step 6: Ad Account Permissions
In the asset type menu, click Ad accounts. Check your advertising account. Toggle on Manage campaigns (allows building, testing, and optimizing ads) and View performance.
Step 7: Datasets (Meta Pixel) Permissions
Navigate to Pixels or Datasets under the Data Sources category. Select your active tracking dataset and toggle on Manage dataset (required for conversion API and custom event tracking).
Step 8: Instagram Account Permissions
Click Instagram accounts in the asset list. Select your linked brand handle and toggle on Ads and Insights so campaigns can publish directly to Instagram feeds and stories.
PHASE 3: FINAL VERIFICATION
Step 9: Review & Dispatch Invitation
Confirm that all four assets (Page, Ad Account, Dataset, and Instagram Account) show in your selected items list. Click the blue Save Changes button in the bottom right corner. Meta will generate a confirmation alert confirming partner access has been dispatched.
SECURITY & BILLING TRANSPARENCY NOTICE
Critical Note About Direct Meta Billing
100% Billing Independence: Granting partner asset access does NOT provide access to your payment methods, credit card details, or banking information. All ad spend is billed directly by Meta to the credit card on file within your own Ad Account. We manage campaign execution, targeting, and analytics without ever viewing or processing your financial information.
